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Resolve free-text input — a company name, ticker fragment, or a person's name — to a ticker or CIK. This is usually the right FIRST call when a user names a company or insider you don't already have an identifier for; feed the resulting…

Instructions

Resolve free-text input — a company name, ticker fragment, or a person's name — to a ticker or CIK. This is usually the right FIRST call when a user names a company or insider you don't already have an identifier for; feed the resulting ticker into get_company_overview/get_transactions or the CIK into get_insider_profile/get_insider_transactions. Returns two independently-ranked lists: companies (only ones with a resolved public ticker, ranked exact ticker match, then ticker-prefix, then name-prefix, then name-contains) and insiders (matched by splitting the query on whitespace so every token must match the name, e.g. "tim cook" matches SEC-style "Cook Timothy D"; ranked by total filing count, most active first). Each insider's ticker is a ticker associated with that insider (may be null). q must be 2-64 characters after trimming (400 QUERY_TOO_SHORT/QUERY_TOO_LONG). limit applies independently to each list, default 8, max 20. Free plan, no caching.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
qYesSearch text — a company name/ticker fragment and/or a person's name, in any order (e.g. "tim cook" matches insider "Cook Timothy D"). Trimmed before validation; must be 2-64 characters after trimming.
limitNoMaximum number of results per section (companies, insiders), applied independently to each. Defaults to 8, clamped to 1-20.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Addedv1.9.7

TDQS

A4.8/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations declare readOnlyHint/openWorldHint, so safety is covered; the description adds substantial context beyond them: two independently-ranked lists, exact ranking algorithms, whitespace-token matching semantics, null ticker possibility, the 2-64 char constraint with specific 400 error codes, limit behavior, and 'Free plan, no caching'.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Dense but front-loaded: the core purpose and primary use case come first, then return shape, then constraints. Every sentence carries information (ranking, matching, limits, errors), though the length is near the upper bound for a search tool.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With no output schema, the description fully covers the return value (two independently-ranked lists with their ranking criteria) and the input constraints, error codes, and scope. Nothing an agent needs to invoke and interpret it correctly is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the baseline is 3. The description compensates further by explaining the matching semantics ('splitting the query on whitespace so every token must match') and that limit applies independently to each list, adding meaning beyond the schema's literal text.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb+resource (resolve free-text input to a ticker or CIK) and explicitly identifies itself as 'usually the right FIRST call' when no identifier is known. It clearly differentiates from siblings by naming the downstream tools it routes into (get_company_overview, get_transactions, get_insider_profile, get_insider_transactions).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly states when to use it (user names a company or insider with no known identifier) and what to do with the output. The 'FIRST call' framing plus downstream routing gives the agent a clear decision rule rather than leaving it to inference.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.